Leaders Blog

NAIFA-North Dakota was recently spotted for an upcoming NAIFA Live Watch Party! Join fellow members for the next NAIFA Live featuring James S. Aussem, JD, AEP. In this dynamic session, attendees will explore the many facets of financial services exit planning in today’s environment.

These Watch Parties will be held at E4 Insurance Services in Fargo, and Minot State University - MSU Student Center 2nd Floor!

NAIFA-California was recently spotted for an upcoming Brews & Business Event! This event will be held on March 5th at Societe Brewing in San Diego. Connect, collaborate, and cultivate relationships in a vibrant atmosphere. At this first meeting of the year, members will hear about upcoming events, legislative issues, and how they can get involved with NAIFA throughout 2024.

NAIFA-Tennessee was recently spotted recognizing new members on LinkedIn! 

NAIFA-Louisiana was recently spotted for their upcoming Luncheon Watch Party with FSP!

This event will take place on February 27th, 2024, in New Orleans at the American Cancer Society Hope Lodge Volunteer Center. It will be an afternoon filled with networking with local members, education, discussion, Hope Lodge tours, and lunch, provided by ACME Oyster House! CE credit will be available.

In this program Marty Shenkman, JD, CPA, MBA, PFS, AEP, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. This session will benefit estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management professionals.

NAIFA- Massachusetts was recently spotted for celebrating a 10-year member Anniversary for Brendan Harty, of New York Life!

Chapter Staff and Chapter Leaders from across NAIFA Nation met on February 1st, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

NAIFA-New Jersey was recently spotted for a NAIFA Live Watch Party on Thursday, January 18, 2024! They will be held at TWO locations - Certified Financial Services OR The Fortis Agency for another great watch party event. NAIFA Live will begin at 2:00 pm Eastern. 

NAIFA- Mississippi was recently spotted for an affiliate event on January 24, 2024 at 11:30 am at Harveys! They will be providing a NAIFA-Mississippi update, along with the opportunity for networking!

Chapter Staff and Chapter Leaders from across NAIFA Nation met on January 4th, for the first Chapter Leaders Webinar of 2024! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

New to the Chapter Playbook this week, an amended version of the NAIFA Bylaws!